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AEPFX vs RIVLX
AEPFX vs RIVLX Comparison
Open Charts AEPFX vs RIVLX
AEPFX vs RIVLX Comparison Chart in %
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AEPFX vs. RIVLX commentary
Sep 17, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPFX is a Hold and RIVLX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. RIVLX (2.75B). AEPFX pays higher dividends than RIVLX: AEPFX (2.64) vs RIVLX (1.31). AEPFX was incepted earlier than RIVLX: AEPFX (18 years) vs RIVLX (7 years). RIVLX (0.60) and AEPFX (0.59) have similar cost to investors . AEPFX is a more actively managed with annual turnover of: 50.00 vs. RIVLX (32.00). AEPFX (250) and RIVLX (250) have matching initial minimum investment requirements. RIVLX annual gain was more profitable for investors over the last year : 9.51 vs. AEPFX (2.83). RIVLX return over 5 years is better than : 28.16 vs. AEPFX (-2.96).
| AEPFX | RIVLX | AEPFX / RIVLX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.60 | 98% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 5.584 | 7.830 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.64 | 1.31 | 203% |
| Returns for 1 year | 2.83 | 9.51 | 30% |
| Returns for 3 years | 27.06 | 46.46 | 58% |
| Returns for 5 years | -2.96 | 28.16 | -11% |
| Returns for 10 years | 53.93 | N/A | - |
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